Balboa Wealth Partners Vanguard Mortg Backed Sec ETF Call Options Transaction History

Balboa Wealth Partners

$389 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding VMBS

# of Institutions

613

Shares Held

350M

Call Options Held

300

Put Options Held

98.8K

Charles Schwab Investment Management Inc San Francisco, CA

141M
Shares

$6.48 Billion
1.24% of portfolio
Bank Of America Corp Charlotte, NC

66.9M
Shares

$3.07 Billion
0.27% of portfolio
Envestnet Asset Management Inc

19.9M
Shares

$912 Million
0.31% of portfolio
Jpmorgan Chase & CO New York, NY

8.58M
Shares

$394 Million
0.03% of portfolio
Assetmark, Inc

7.64M
Shares

$351 Million
1.03% of portfolio

About VANGUARD MORTG-BACKED SEC ETF

Ticker VMBS
Sector ETFs
Industry ETFs

More about VMBS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Balboa Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Balboa Wealth Partners with notifications on news.